ZI
AFL icon

ZEGA Investments’s Aflac AFL Stock Holding History

ZEGA Investments’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.98M Buy
68,087
+21
+0% +$2.42K 0.82% 22
2026
Q1 		$7.47M Buy
68,066
+91
+0.1% +$10.1K 0.84% 22
2025
Q4 		$7.5M Buy
67,975
+116
+0.2% +$12.8K 0.88% 23
2025
Q3 		$7.58M Hold
67,859
– – 1.01% 20
2025
Q2 		$7.16M Buy
67,859
+3,859
+6% +$405K 0.98% 17
2025
Q1 		$7.12M Hold
64,000
– – 1.08% 16
2024
Q4 		$6.71M Buy
+64,000
New +$6.98M 1.69% 12

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ZEGA Investments's AFL Position: Q2 2026 in Review

ZEGA Investments increased its Aflac (AFL) stake by 0.03% in Q2 2026, buying an estimated $2.42K and bringing the position to 68,087 shares worth $7.98M. The position accounts for 0.82% of the portfolio, ranked #22.

ZEGA Investments first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. 1,700 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • ZEGA Investments held 68,087 shares of Aflac worth $7.98M as of Q2 2026.
  • ZEGA Investments bought 21 Aflac shares in Q2 2026, an estimated $2.42K.
  • Aflac made up 0.82% of ZEGA Investments's portfolio in Q2 2026, its #22 holding.
  • ZEGA Investments first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.